|
1901
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$24.3万
|
–
|
–
|
–
|
|
|
1902
|
Elmwood Wealth Management
Berkeley,
California
|
$24.3万
|
+$23.7万
|
+467
|
新規
|
|
|
1903
|
Auxano Advisors
Bellevue,
Washington
|
$24.2万
|
–
|
–
|
–
|
|
|
1904
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$24.2万
|
–
|
–
|
–
|
|
|
1905
|
Carson Advisory
Athens,
Georgia
|
$24.1万
|
+$7,091
|
+14
|
+3%
|
|
|
1906
|
Argent Advisors
Monroe,
Louisiana
|
$24万
|
–
|
–
|
–
|
|
|
1907
|
L.J. Altfest & Co
New York
|
$24万
|
+$23.4万
|
+462
|
新規
|
|
|
1908
|
Acorn Creek Capital
Fort Collins,
Colorado
|
$24万
|
-$3,545
|
-7
|
-1%
|
|
|
1909
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$23.9万
|
+$23.3万
|
+461
|
新規
|
|
|
1910
|
ABLE Financial Group
Scottsdale,
Arizona
|
$23.9万
|
-$2.53万
|
-50
|
-10%
|
|
|
1911
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$23.8万
|
+$9,117
|
+18
|
+4%
|
|
|
1912
|
Bangor Savings Bank
Bangor,
Maine
|
$23.7万
|
+$4.31万
|
+85
|
+23%
|
|
|
1913
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$23.7万
|
–
|
–
|
–
|
|
|
1914
|
LMCG Investments
Boston,
Massachusetts
|
$23.7万
|
–
|
–
|
–
|
|
|
1915
|
Flatrock Wealth Partners
Newport Beach,
California
|
$23.6万
|
-$1.11万
|
-22
|
-5%
|
|
|
1916
|
American Trust
Lexington,
Kentucky
|
$23.6万
|
-$1.01万
|
-20
|
-4%
|
|
|
1917
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$23.6万
|
+$1.27万
|
+25
|
+6%
|
|
|
1918
|
Knightsbridge Asset Management
Newport Beach,
California
|
$23.6万
|
-$3,039
|
-6
|
-1%
|
|
|
1919
|
Dutch Asset Corp
Selkirk,
New York
|
$23.4万
|
+$22.8万
|
+451
|
新規
|
|
|
1920
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$23.4万
|
+$2,026
|
+4
|
+0.9%
|
|
|
1921
|
Meyer Handelman Company
Rye Brook,
New York
|
$23.4万
|
–
|
–
|
–
|
|
|
1922
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$23.4万
|
–
|
–
|
–
|
|
|
1923
|
Madison Wealth Partners
Madison,
Wisconsin
|
$23.3万
|
+$2.08万
|
+41
|
+10%
|
|
|
1924
|
Eclectic Associates
Fullerton,
California
|
$23.3万
|
–
|
–
|
–
|
|
|
1925
|
Stiles Financial Services
Edina,
Minnesota
|
$23.3万
|
-$5.57万
|
-110
|
-20%
|
|
